Book Image

Salesforce Sales Cloud – An Implementation Handbook

By : Kerry Townsend
Book Image

Salesforce Sales Cloud – An Implementation Handbook

By: Kerry Townsend

Overview of this book

Salesforce Sales Cloud is a system rich in functionality, addressing many sales business challenges such as sales productivity, forecast visibility, and sales enablement. However, unlocking the full value of the system and getting maximum returns pose a challenge, especially if you’re new to the technology. This implementation handbook goes beyond mere configuration to ensure a successful implementation journey. From laying the groundwork for your project to engaging stakeholders with sales-specific business insights, this book equips you with the knowledge you need to plan and execute. As you progress, you’ll learn how to design a robust data model to support the sales and lead generation process, followed by crafting an intuitive user experience to drive productivity. You’ll then explore crucial post-building aspects such as testing, training, and releasing functionality. Finally, you’ll discover how the solutions’ capability can be expanded by adding and integrating other tools to address typical sales use cases. By the end of this book, you’ll have grasped how to leverage Sales Cloud to solve sales challenges and have gained the confidence to design and implement solutions successfully with the help of real-world use cases.
Table of Contents (20 chapters)
1
Part 1:Building the Fundamentals
7
Part 2: Preparing to Release
13
Part 3: Beyond the Fundamentals

Planning your training

In the What is change management? section, we learned that training is an essential component of organizational change. Training provides an opportunity to tell Users, and other impacted stakeholders, the benefits of what is being delivered, as well as provide the knowledge and the skills Users need for the tasks they will be required to carry out in Sales Cloud.

If your organization has a learning and development team, then you will want to engage with them to understand if there is any institutional knowledge, processes, or tools that you can adopt that will accelerate your training development and smooth User transition.

We will start by exploring the different types of training so that you understand the options that are available as you put together a training plan.

Types of training

In this section, we will go through each of the types of training that are commonly used in Salesforce implementations. We have used the terms that are most often...